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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,353,948 | $183,516+637.8% | $155,534+770.5% | $145,884+828.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 51.93% | 61.43%-9.5pp | 64.92%-13.0pp | 551.85%-499.9pp |
| Employer contribution / active EE | $11,396 | $5,315+114.4% | $4,675+143.8% | $4,662+144.4% |
| Participant deferral / active EE | $22,003 | $6,467+240.3% | $5,630+290.8% | $6,690+228.9% |
| Admin fee / account holder | $559 | $19,293-97.1% | $15,900-96.5% | $13,392-95.8% |